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GV Partner On Qualcomm Modular Buy And AI Shift
10 min read
Qualcomm acquired Modular, a Palo Alto software startup simplifying AI model deployment across chips. SambaNova is finalizing an $800 million funding round led by General Atlantic at a $10 billion valuation. GV managing partner Dave Munichiello, an early investor in both, says software layers connecting scarce hardware are becoming as valuable as silicon.
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